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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
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Media & Events


Meet James Stack and the Stack Financial Management Portfolio Team –as well as thousands of your fellow investors– at The MoneyShow Las Vegas, May 15-18, 2017 for what may well be the investment event of the decade.

While at the MoneyShow, don't miss James Stack's Keynote Address:

Wall Street Exuberance – Rational or Warning Flag?
Tuesday, May 16 – 10:10-10:30am

And to make better investing decisions in the coming months, we also encourage you to attend the special educational workshop offered by members of the Stack Financial Management Portfolio Team:

"Safety-First" Investing in Today's High-Risk Market
Tuesday, May 16 – 1:30-2:15pm

This is one event you definitely don't want to miss! For complete conference details and to register for FREE admission to MoneyShow Las Vegas, call toll-free 1-800-970-4355 today or visit their website at www.lasvegasmoneyshow.com (please be sure to mention priority code 042821).


A Special Opportunity to Meet with SFM Portfolio Managers

Stack Financial Management (SFM) will host a private Hospitality Room on Monday, May 15, and Tuesday, May 16, to meet with SFM clients, as well as InvesTech subscribers interested in learning more about SFM's money management services. Portfolio Managers Annell Danczyk and Brian Lazorishak will be available for private consultations; however, availability is limited. Please call SFM at 1-800-790-5001 as soon as possible to reserve your meeting time.


Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com